How to Organize Your Workflows Into Folders

July 30, 2024•1 min read

When using workflows, you may want to categorize them to stay organized. Using the Workflow Folders feature will help you stay organized.

Step 1: Creating Folders

Navigate to Automation > Workflows
Click "Create Folder" in the top right

In the popup window, name your Folder.

Save, and it will appear in your list of All Workflows.

Step 2: Moving Workflows Into Folders

In the workflow list, click on the three dots icon right next to the workflow that you want to move to the folder

From the actions menu, click on the option “Move to Folder”

In the popup window, choose a folder, and Save.

NOTE: You can move a Workflow out of one folder into the general page, or into another folder, following the same process. You can also navigate into a folder and create a Workflow from within the folder to automatically have it saved within that folder.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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